John Lauderdale is a registered investment advisor at Palmetto Advisory, based in Colgate, WI, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
4 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Colgate, WI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Palmetto Advisory
October 2010 - Present · 15 yrs 7 mos
Palmetto Advisory Group, LLCBroker
September 2010 - Present · 15 yrs 8 mos
Palmetto Advisory Group, LLC
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
RBC Capital Markets CorporationBroker
August 2007 - October 2009 · 2 yrs 2 mos
RBC Capital Markets Corporation
August 2007 - October 2009 · 2 yrs 2 mos
B. C. Ziegler and CompanyBroker
September 1991 - January 2007 · 15 yrs 4 mos
State Registrations2 states
CAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.